Polytronics Technology (PTTC) has seen orders placed by China-based smartphone vendors ramp up substantially since the first quarter of 2021, according to the Taiwan-based protective component maker.
Sunny Optical sees growth in 2020 shipment
China-based Sunny Optical Technology has disclosed it shipped nearly 1.53 billion smartphone-use lens modules in 2020, increasing 13.9% on year.
Switching iPhone orders is not easy
The riot at a Wistron plant in India may result in Apple looking for alternative makers of the iPhones that the Taiwanese ODM has been handling, but switching orders among suppliers may not be easy, according to industry sources.
Highlights of the day: Bright outlook for TSMC
TSMC has reported strong sales and profits for 2020, and the world's top pure-play foundry house expects to post another record revenue for first-quarter 2021. Tight foundry supply is creating shortages in the IC supply chain, and
Chinese handset vendors Oppo, Vivo and Xiaomi (OVX) have stepped up their purchases of ICs and basic components for their smartphones as part of their efforts to expand presence in the China market in 2021, according to Taiwan-based IC distributors, which have seen their inventory levels drop as a...
Synnex posts strong December revenues
IT and consumer electronics channel distributor Synnex Technology International has reported consolidated revenues of NT$37.463 billion (US$1.31 billion) for December, the second highest-ever monthly level with growths of 9.68% sequentially and 13.43% on year.
China-based handset vendor Oppo has launched its 5G-enable Reno 5 series products in the Taiwan market with the availability to begin on January 16.
Global smartphone shipments suffered an annual 8.8% decline to 1.24 billion units in 2020, as the rampage of the coronavirus pandemic crippled handset demand and shipments, Digitimes Research has found.
Sales of the iPhone 12 lineup in the China market were higher than expected in the fourth quarter of 2020, reaching 18 million units for an over 20% market share, according to data available from the local media.
MediaTek sees 2020 revenue top NT$300 billion
MediaTek has reported revenue climbed 30.8% on year to a record high of NT$322.15 billion (US$11.5 billion) in 2020.
TSMC is expected to allocate a record capex budget for 2011 as it fast advances its manufacturing processes. The foundry house's equipment and material suppliers will as a result see strong sales for the year. Taiwan's FPCB...
The India market is expected to see double-digit gowth in smartphone sales in 2021, but replacement demand will still be greater than upgrade demand, according to analysts.
Taiwan's flexible PCB makers in the supply chain of Apple devices have posted hefty on-month revenue gains for December 2020 thanks to strong shipments supporting hot sales of iPhone 12 series and the vendor's launch of new devices in the fourth quarter, according to industry sources.
Smartphone-use lens module maker Largan Precision will become a supplier of VCMs (voice coil motors) for iPhones to be unveiled in 2021, with shipments to begin in second-half 2021, according to industry sources.
Suppliers in almost all sectors in the semiconductor ecosystem are raising prices to reflect tight capacity amid strong demand. But there have been concerns that the upward pricing trend may send end-device prices up, deterring consumers...
The fast growing TWS earphones/headphones market has boosted demand for button cells, prompting battery makers to expand production capacity, according to industry sources said.
5G to fuel semiconductor demand
Unfavorable macro conditions, including the US-China trade war and COVID-19, have been slowing down 5G deployments across the globe, but 5G will still play a crucial role in driving growth in the semiconductor market, according to industry sources.
Android-camp handset vendors including Samsung Electronics are expected to follow in the footsteps of Apple in incorporating direct time-of-flight (dToF) CMOS image sensors (CIS) into their new models in 2021-2022, and Taiwan's III-V semiconductor players including GaAs foundries Win Semiconductors...
Chip demand from China's white-box handset charger market will be rising robustly in 2021, according to industry sources.
Samsung Electronics is expected to incorporate in-house-developed ToF sensors into its own handsets in second-half 2021 at the earliest, as part of its efforts to sustain handset sales leadership in the 5G era despite its conservative shipment goal for the year, according to industry sources.
Fierce competition for 5G subscribers undermine Korea telecom ARPU, says Digitimes Research
South Korea's top-3 telecom carriers saw their wireless businesses' average revenues per user (ARPU) slip in the first three quarters of 2020 due to fierce competition for 5G subscribers, while their plan to establish 28GHz base stations will be delayed, according to Digitimes Research's finding.
Partnerships towards global leaderships: Q&A with Ashwin Pershad, Tech Mahindra country head in Taiwan
Taiwanese companies planning to invest in India might have second thoughts in the wake of a riot at Wistron's plant in Narasapura stemming from salary disputes. But the opportunities of forming partnerships in India to create synergy remain tempting.
Some market observers believe iPhone 12 may see order momentum decline in second-quarter 2021, but Digitimes' study of Apple's ecosystem has come to a more optimistic outlook, with components orders for the iPhone 12 to remain strong...
iPhone 12 component order dynamics to last till 1H21
Some market observers are predicting that related order dynamics for the iPhone 12 will peak in first-quarter 2021 before heading for a downward adjustment. But the messages that Digitimes has managed to gather from Apple's ecosystem show that such a downturn is unlikely.
MediaTek becomes biggest smartphone chipset vendor
MediaTek became the biggest smartphone chipset vendor with 31% market share in the third quarter of 2020, when smartphone sales rebounded during the quarter, according to Counterpoint Research.
Following years of deployments in 5G-based ORAN (open radio access network), Quanta Cloud Technology...
Mobile, telecom, computing trends
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